New Tutorial & Cash Accounts
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Posted by Tom on January 24, 2000 at 21:22:05:
Hi Mark, Thanks for posting the new tutorial/introduction
to Fund Manager. I know that for lots of us visual examples
are a *much* more effective means of learning something new than
trying to digest dry text. It's a welcome addition. I'd like to suggest an addition to the tutorial (ver 1.01 ?)for
you to consider. I was surprised to see the minimal discussion
of a cash account. This is, by far, the area of configuring FM
that gave me the most trouble. Those of us that actually use
"real world" Cash Accounts in FM that mirror our brokerage accounts
*need* to know that when "setting up" the portfolio you *must*
enter the cash account info *first*. I'm sure that anyone who
spent an entire evening entering all of their portfolio data,
and doing the cash account last (because it was the "least
important" entry), only to find that it didn't work and had to
be all done over would agree with me. My feeling is that when
setting up a new portfolio that this is the *first* decision to
be made: "Are you going to use a "real" cash account?" If so,
you need to start with that. The other area that I think would be really helpful would be a
discussion of the terminology in the EDIT ALL DATA field relating
to cash accounts. I found that entering the data for the actual
investments to be relatively intuitive. But, because you're using
the same forms for the cash account as for your investments even
though a (+) in one is a (-) in the other, I find that entering data
for the cash account to be very confusing. regards,
Tom
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